CLIENT ONBOARDING AUTOMATION : PHASE 8

Advanced Automated Client Onboarding System

This workflow completes the full onboarding process after a client closes. It gathers required information, creates project assets, assigns tasks, and delivers a structured onboarding sequence automatically.

What It Does

• Collects client details through a form
• Auto-creates folders, docs, and project files
• Generates a full onboarding checklist
• Sends welcome messages and instructions
• Updates CRM, sheets, and internal dashboards

What You Get

• Plug-and-play n8n workflow
• Onboarding form template
• Folder and document structure
• Messaging templates
• Quick setup guide

Activate this workflow to deliver a smooth, hands-free onboarding experience for every new client.